Baby boomers are the wealthiest generation in American history, and over the next few decades they’ll pass down all that wealth in what is being called the “Great Wealth Transfer.” Financial institutions stand to benefit significantly from this event — but only if they’re properly positioned to serve their new clientele’s needs in the way it wants to be served. To accomplish this and be ready for the coming transfer of wealth, financial institutions must prepare now.
In this webcast we discuss:
• How baby boomers, Gen Y and Gen Z view financial institutions differently
• Why early engagement and education is essential to the buyer’s journey
• The secret to earning the trust of and deepening relationships with Gen Y and Gen Z
• How to use data analytics to engage each generation and boost revenue